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John Charles Anderson

Money Concepts Capital Corp.

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About John Charles Anderson

John Charles Anderson has been in the financial industry since January 3, 1975. John is registered with Money Concepts Capital Corp. as an Investment Advisor Representative and is also registered with the state of Michigan as a Broker-dealer and Investment Advisor. John is also currently licensed in Colorado, Florida, Indiana, Maryland, Michigan, and Ohio. John previously worked with Waddell & Reed, Inc., Independent Financial Planners Corporation, Securities Management & Research, Inc., and TCA Management Corporation. In addition to John's financial career, John is also the President of MTC Business Service Inc. where John spends 50% of their time preparing taxes and accounting writeups. John is also a Vice President and Business Manager of TF Properties. John has obtained the following licenses: Series 63, Series 65, Series 1, Series 7TO, and SIE.

Firm Information

John Anderson is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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John Anderson’s Registration & Firm History

MI

07/09/2010 - Present

Money Concepts Capital Corp. (MIDDLEVILLE MI)

KS

05/19/1981 - 11/12/1991

WADDELL & REED, INC. (OVERLAND PARK KS)

NA

08/31/1976 - 02/12/1981

INDEPENDENT FINANCIAL PLANNERS CORPORATION

NA

03/22/1976 - 10/13/1976

SECURITIES MANAGEMENT & RESEARCH, INC.

NA

10/01/1974 - 04/30/1976

TCA MANAGEMENT CORPORATION

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Licenses & Designations

IA

Issued 06/08/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/14/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/1974

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Charles Anderson.
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